JonPaulsen- Financial Advisor Farmington, UT

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About Jon Paulsen

Jon Paulsen has an MBA from Brigham Young University and the CFA designation. He has 12 years of experience in the financial services industry including Zions Bank and Fidelity investments. He currently works with a group of financial advisors under the Promontory Financial Planning group. He is dedicated to ensuring his clients are making sound financial decisions that will help them to get the most out of their money. He enjoys golfing with his wife and 3 kids when he is not working.

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General Information

Firm Start Year

2022

No. of Employees

CRD#

5534292

Firm CRD#

153666

Name of Custodial Firm

Charles Schwab

States Licensed in

Utah

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Fidelity Investments 2008 - 2010 Zions Bank 2012 - 2022 Premier Financial Planning 2022 - Present

Work with the following types of clients

Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations

Foreign Languages Serviced

English

Advisory Services Provided

Financial Planning for Businesses, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Financial Planning for Individuals

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFA^®

Securities Licenses

Series 65

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability

Firm Information

Firm's Number of Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$1,500,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Assets Managed by Advisor

$5,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Fee % Based on Assets

1.00%

Hourly Rate

$150

Additional Details on Charges

Asset based fee tiered for higher dollar accounts

Minimum Fee Charged for Managed Accounts

$1,000

Minimum Fee Charged for Hourly Planning Accounts

$150

Education

Bachelor's - Finance

Weber State University
08/20/2004 -4/30/2008

MBA - Finance

Brigham Young University
08/20/2010 -04/20/2012

Disclosures

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Jon Paulsen

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